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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Domani Advisors (swap one in):+ Snyder Wealth Group $382M · Medford, NY+ Rubey & Rust Capital Management, LLC $381M+ Loftin Wealth Partners $344.5M · Johns Creek, GA+ Bourne Lent Asset Managament, Inc. $343.9M · Pawling, NY
New York, NY
Smithtown, NY
Minneapolis, MN
Assets under management$362.8M$383.6M$344.5M
Asset growth, last 2 years+38%+50%+16%
Advisory staff2318
Individual clients63275590
Assets per client$5.8M$1.4M$584K
Clients per advisor329233
Main custodianSchwabSchwabPershing
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack11–
People on Advicer.bio2312

From each firm's latest Form ADV (Mar 2026, Feb 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolDomani AdvisorsArcadia Wealth ManagementNepsis, Inc.
Custodial Platform
Charles Schwab–Uses it–
Performance Reporting
AddeparUses it––

Custodians on Form ADV: Domani Advisors: Schwab · Arcadia Wealth Management: Schwab · Nepsis, Inc.: Pershing